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Look up a customer or their orders from chat

Ask Bolt in WhatsApp or Telegram to find a customer by name, email, phone or postal code, then see their orders. Bolt never shows contact details.

Ask Bolt in WhatsApp or Telegram to find one of your customers and show their orders, without opening your store admin.

Find a customer

  1. Send a short request, such as Find customer Asha Rao. Look up customer, Search for customer and Show customer work too.

  2. Read Bolt's answer. If one customer matches, Bolt answers straight away, for example "Asha Rao has placed 3 orders, totaling $214.00."

  3. If more than one customer could match, or you searched by postal code, Bolt sends a numbered list. See the next section.

You can search by any of these:

  • Name. "Find customer Asha Rao". A fuller spelling gives fewer matches. For names that look alike, send "Find customer similar to Asha". Bolt then lists possible matches for you to pick from.

  • Exact email. "Look up [email protected]"

  • Phone number. "Find customer +91 98765 43210". If you leave off the country code, add the country: "Find customer 98765 43210 in India". Or send the number alone and Bolt asks "Which country is that phone number in?" Reply with the country, for example India.

  • Postal code. "Customers in postal code 02139 in US". A postal code always needs its country. Bolt matches the address saved on the customer's profile, and says so in its reply.

  • An order number. "Find customer for order #1001" shows that order and says whether it is linked to a customer account.

Pick from a list

When Bolt can't be sure which customer you mean, it lists up to 5 at a time:

Customers matching "Asha" (2 matches):
1. "Asha Rao"
2. "Asha Verma"
Reply 1–2 to view that customer.

  • Reply with a number to open that customer.

  • When there are more, Bolt adds Reply MORE for the next five. Send MORE or next to see them.

  • Each line can also show the date the customer registered, so two people with the same name are easy to tell apart.

  • Bolt keeps a list for 30 minutes. After that, or if you send a different request, search again.

See their orders

Once Bolt has shown you a customer, keep going with short messages:

  • their orders shows the newest 5. their latest order shows 1.

  • only unpaid, only paid, only unfulfilled or only fulfilled narrows the list.

  • today, yesterday, this week, last week, this month or last month limits the dates.

  • next shows more, when Bolt says there are more.

If Bolt has no customer in mind, it asks Which customer’s orders should I show? Send their name, email or phone number.

Each order is one line with its number, when it was placed, the amount, and its payment and fulfillment status. Under the list, Bolt says what it could read. On Shopify, for example, it reads the orders your store lets it access, and older orders may need more permission.

Orders sent to a postal code

On Shopify only, you can ask for orders by where they were shipped: "Orders to 560001 in India this week". Name a period, such as this week, or Bolt asks for one. Bolt checks the newest 100 orders in that period and says so. On WooCommerce and Ecwid, look up an order by its number instead.

What Bolt never shows

Bolt answers with a customer's name, order count and total spent, and with order numbers, dates, amounts and statuses. It never shows an email, phone number or address. An email or phone number you type is only used to search. Bolt does not repeat it.

Guest orders

A guest order has no customer profile. Ask for it by its order number: "Find customer for order #1001". Bolt answers "This order has no customer account." for a guest order. On WooCommerce and Ecwid, Bolt's customer answers end with Customer profiles only; guest orders require an exact order reference.

What differs by platform

Search

Shopify

WooCommerce

Ecwid

By name

Yes

Yes

Yes

By exact email or phone

Yes

Needs the current plugin

Yes

By postal code and country

No

Needs the current plugin

Yes

A customer's orders, paid or unpaid

Yes

Needs the current plugin

Yes

A customer's orders, fulfilled or unfulfilled

Yes

No

Yes

Orders sent to a postal code

Yes

No

No

On Ecwid, "unfulfilled" means awaiting processing or processing. On WooCommerce, the status Bolt shows is the order status in WooCommerce, not a shipment status.

On WooCommerce, some searches need the current GoBolt plugin. With an older plugin, Bolt says This search needs an updated GoBolt WooCommerce plugin. Customer name search is still available. Name search keeps working.

If something goes wrong

  • No match. Bolt says it found no customers for that name. Try a fuller spelling, or "find customer similar to" and the name.

  • Shopify denies access. Bolt says Shopify is denying GoBolt access to customer details for this store. and gives the support email. Contact GoBolt support to have the app's customer-data access checked.

  • The list has expired. Bolt says That customer choice is no longer available. Please search the customer again. Search again.

  • Your store is busy. Bolt says The store is limiting lookup requests. Please wait before trying again. Wait a moment and try again.

Each answer counts as a store control action, like any other question. A reply that fails does not.

Related

Still stuck? Open Get help in GoBolt, or email [email protected].

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